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O'Connor Financial Group’s iShares Core S&P 500 ETF IVV Stock Holding History

O'Connor Financial Group’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.02M Sell
6,700
-170
-2% -$124K 1.77% 18
2026
Q1 		$4.49M Sell
6,870
-88
-1% -$60.1K 1.84% 19
2025
Q4 		$4.82M Sell
6,958
-88
-1% -$59.8K 1.92% 19
2025
Q3 		$4.72M Sell
7,046
-221
-3% -$142K 1.98% 19
2025
Q2 		$4.57M Sell
7,267
-932
-11% -$535K 2.01% 19
2025
Q1 		$4.61M Sell
8,199
-2,786
-25% -$1.65M 2.4% 17
2024
Q4 		$6.47M Sell
10,985
-666
-6% -$394K 3.38% 11
2024
Q3 		$6.72M Sell
11,651
-1,188
-9% -$661K 3.53% 11
2024
Q2 		$7.03M Sell
12,839
-266
-2% -$140K 4.09% 10
2024
Q1 		$6.89M Buy
13,105
+8,127
+163% +$4.07M 4.11% 10
2023
Q4 		$2.38M Sell
4,978
-398
-7% -$178K 1.47% 21
2023
Q3 		$2.31M Sell
5,376
-61
-1% -$27.3K 1.58% 19
2023
Q2 		$2.42M Buy
5,437
+20
+0.4% +$8.43K 1.67% 19
2023
Q1 		$2.23M Buy
+5,417
New +$2.17M 1.67% 20

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

O'Connor Financial Group's IVV Position: Q2 2026 in Review

O'Connor Financial Group reduced its iShares Core S&P 500 ETF (IVV) stake by 2.5% in Q2 2026, selling an estimated $124K and leaving 6,700 shares worth $5.02M. The position accounts for 1.77% of the portfolio, ranked #18.

O'Connor Financial Group first reported a position in IVV in Q1 2023 and has held it in 14 quarters since. The position peaked at $7.03M in Q2 2024. 4,094 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • O'Connor Financial Group held 6,700 shares of iShares Core S&P 500 ETF worth $5.02M as of Q2 2026.
  • O'Connor Financial Group sold 170 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $124K.
  • iShares Core S&P 500 ETF made up 1.77% of O'Connor Financial Group's portfolio in Q2 2026, its #18 holding.
  • O'Connor Financial Group first reported a position in iShares Core S&P 500 ETF in Q1 2023 and has held it in 14 quarters since.
  • O'Connor Financial Group's iShares Core S&P 500 ETF position peaked at $7.03M in Q2 2024.
  • 4,094 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on O'Connor Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.